Today’s Talk Your Book is brought to you by Jensen Investment Management: See here to learn more about Jensens Quality Growth ETF On today’s show, we discuss: What quality means to Jensen Why META is not in the Quality growth strategy Thoughts on AI and tech bubbles How Jensen thinks about valuation Sectors Jensen is excited about for the long-term How higher interest rates affected Jensen’s discounted...

source: https://awealthofcommonsense.com/2024/08/talk-your-book-battleship-investing/